Reaching out to next gen investors

In a recent survey, 84% of respondents said they would prefer to work with a human advisor and 16% said they use a robo advisor for investing. Many next generation investors prefer robo advisors for actions that are easily automated and human advisors for advice, investing, and legacy and tax planning. For advisors seeking to grow their business with the next generation, a strong digital presence is needed, the article noted. Some suggestions include: use TikTok to build a digital marketing presence and use trackable links to find out who is reading the material.